Tax Associate

Tax Associate | $70,000 – $85,000 | Upland, CA (Hybrid)

Some Tax Associate roles feel like a checklist: prepare, review, repeat. But whether public accounting is sustainable long term usually comes down to the environment around the work, not the work itself.

This CPA firm in Upland takes a more balanced approach. Expectations are clear, support is available when you need it, and the team values doing things properly without unnecessary pressure. Busy season is still busy, but it’s approached with planning and communication rather than last-minute chaos.

You’ll work across individual and business tax returns, gaining exposure to a varied client base while building strong technical fundamentals. The focus is on quality, consistency, and long-term relationships, both with clients and within the team.

Why this role is worth a look:

• Hybrid working model with regular in-office collaboration
• Salary range of $70,000–$85,000 depending on experience
• Monday to Friday schedule with realistic busy-season expectations
• Exposure to individual, partnership, and small business returns
• Supportive environment with access to experienced reviewers and mentors

What they’re looking for:

• Public accounting experience preparing tax returns
• Comfort working with individual and business clients
• CPA license or progress toward it preferred
• Experience with common tax software, or the ability to pick it up quickly
• Someone who values accuracy, communication, and steady professional development

This is a role for someone who wants to grow within a firm rather than just get through another filing season. If you’re looking for a Tax Associate position that’s structured, collaborative, and sustainable, this could be a strong next step.

If you’d like to know more about this position, just hit the apply button and I’ll be in touch. If you’re just browsing the job boards and haven’t dusted off that resume yet, that’s not a problem, you can give me a call first. You’ll find my number on Linked In (Jamie Egglenton at Distinct North America). If you prefer, you could drop me a connection or message on Linked In and we can pick up on there.

If you’ve reviewed this advert and you’re unsure whether to apply because you don’t have all the required experience, we still encourage you to hit that apply button. We support the CPA firms we partner with in building diverse, inclusive, and equitable workplaces, so even if your experience doesn’t align perfectly, please do still apply. If this position isn’t quite right, it’s highly likely we’ll have other Public Accounting positions that could be a good fit for you.